Advisor at Accession Partners LLC
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Bryce Wilson is a financial advisor at Accession Partners LLC with six years of industry experience. He holds a Series 65 designation and has worked at several firms including Sphere Capital Group, Aero-Tech Investments, and The Chelonia Group. Accession Partners provides non-discretionary investment advisement and consulting primarily to accredited and qualified investors, focusing on alternative investments such as private credit, private equity, and real assets. The firm emphasizes client-specific suitability and monitoring, combining third-party due diligence with internal screening, and offers a consultative practice model without discretionary assets under management.
Based on Accession Partners LLC
Annual flat rate fee may be offered in place of percentage of assets under advisement fees, negotiable on a client-by-client basis; minimum total fee for Customized Supplemental Consulting Services is $2,000
$500 per hour for Customized Supplemental Consulting Services, negotiable and may be reduced at adviser discretion
Account minimum: $500,000 (may be lowered to $250,000 on a client-by-client basis) Minimum fee: Minimum annual fee of $15,000, billed quarterly in arrears, negotiable on a client-by-client basis Fee-only: Portfolio Advisement Services fees range between 0.25% and 1% annually (percentage of assets under advisement) and an hourly fee of $500 for Customized Supplemental Consulting Services
Boulder, CO
Colorado · Texas
Accession Partners, LLC
2022 - Present (4 years)
Accession Partners LLC
2022 - Present (4 years)
Sphere Capital Group, LLC
2019 - Present (7 years)
Aero-Tech Investments
2018 - 2019 (1 year)
The Chelonia Group
2017 - Present (9 years)
Equity Storage Holdings
2017 - Present (9 years)
Delphi Consulting Group
2017 - 2018 (1 year)
SpotX
2015 - 2017 (2 years)
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